Marilyn LapkassCRD Number: 6393743
Current Firm: Thrivent Investment Management Inc.
Marilyn Lapkass (CRD# 6393743) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Roseville, CA and has over 3 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Thrivent Financial||Appleton, WI||Mar 2015 - Current||3|
|Thrivent Investment Management Inc.||Roseville, CA||Oct 2014 - Current||3|
|Thrivent Financial||Appleton, WI||Dec 2014 - Mar 2015||< 1|
|Northrop Gurmman||Mcclellan, CA||Jul 1987 - Dec 2014||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY